What the Dollar’s Rise Means for Earnings, and Why One Trader Went Short on Twitter 7/11/22

1

Introduction

00:00 • 2min

2

The Dollar Is Going to Be a Consistent Thing This Quarter

01:38 • 2min

3

The Dollar Conversation Is More Than Just a Currency Translation of Earnings

03:13 • 3min

4

The Runaway Dollar Is Not Just a Runaway, Right?

05:48 • 2min

5

Cankinco's Earning Season

07:30 • 2min

6

Are You Most Off Sides on a Tin When It Comes to Earnings Estimates?

09:15 • 2min

7

How Much Has the Street Factored Into Equity Market Expectations?

10:47 • 3min

8

Can We Overshoot to the Bar?

13:44 • 3min

9

Is It Priced In?

16:38 • 2min

10

The Impact of the New York Stock Market on Home Builders

18:50 • 3min

11

Is the Fed Telling You?

21:26 • 2min

12

The China Effect Copped Lock Down Warrior

23:00 • 3min

13

Are You Worried About the Currency?

25:53 • 2min

14

Investing in China

27:55 • 2min

15

Podcasting Ap - Welcome Back to Fast Money

29:46 • 2min

16

What's It Worth Without Elon Musk?

31:44 • 3min

17

Elon - Is This a Good Trade?

34:35 • 2min

18

The Risk in Tessler Shares

36:50 • 2min

19

Twitter

38:32 • 2min

20

The Spacks and the Market Conditions Aren't the Same.

40:40 • 2min

21

Fast Money, a Double Dose

42:13 • 2min